11989783

Computer System and User Interface for Retirement Planning

PublishedMay 21, 2024
Assigneenot available in USPTO data we have
Technical Abstract

Patent Claims
11 claims

Legal claims defining the scope of protection, as filed with the USPTO.

2

2. The computer-implemented method of claim 1, further comprising displaying by the interactive user interface application a total income less total spending goal of a user to calculate any income shortfall or income surplus.

3

3. The computer-implemented method of claim 1, further comprising determining by the interactive user interface application any surplus or any shortfall of income based on provided inputs.

4

4. The computer-implemented method of claim 1, further comprising connecting the interactive user interface application to a retirement plan as any updates are made.

5

5. The computer-implemented method of claim 1, further comprising presenting by the interactive user interface application an estimated income to meet a current year goal plus an additional multi-year year estimate.

6

6. The computer-implemented method of claim 1, further comprising selecting an internal account, an external account, or a combination thereof for inclusion in the interactive user interface application.

7

7. The computer-implemented method of claim 1, further comprising measuring a coverage ratio as a surplus divided by a shortfall or an overage.

8

8. The computer-implemented method of claim 1, further comprising determining by the interactive user interface application any income shortfall for a retirement goal.

9

9. The computer-implemented method of claim 1, further comprising extracting a total spending goal and any income sources from a retirement plan.

13

13. The non-transitory computer-readable storage medium of claim 12, wherein the at least one feature includes currency support.

14

14. The non-transitory computer-readable storage medium of claim 12, wherein the at least one feature includes an optimal dividend stock pick.

15

15. The non-transitory computer-readable storage medium of claim 12, wherein the at least one feature includes an estimated value of savings.

Patent Metadata

Filing Date

Unknown

Publication Date

May 21, 2024

Inventors

Chad Allen Yarbrough
Christopher J. Healey
Jeff Timmermann

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Cite as: Patentable. “COMPUTER SYSTEM AND USER INTERFACE FOR RETIREMENT PLANNING” (11989783). https://patentable.app/patents/11989783

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